Actively identify & develop new biz opportunities with existing & potential clients. Ensure customers' needs are met while maintaining Division's profitability
Cross-sell products and services to increase clients' share of wallet by developing an account plan in consultation with the relevant product specialists.
Provide training and guidance to team members includes problem solving (Sr. RM)
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Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
Building and maintaining close relationships with relevant stakeholders and supporting internal functions.
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This role will support a fast moving international team and will require strong calendar management, scheduling, travel coordination, communication, documentation, and cross team coordination skills. The ideal candidate will be professional, articulate, detail oriented, and comfortable supporting senior stakeholders in a mission driven nonprofit environment.
This is not a basic administrative role. The successful candidate will act as a reliable extension of the leadership and program team, helping keep schedules, communication, logistics, and administrative workflows organized across time zones.
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